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CROSSPOINT FINANCIAL, LLC — 13F Holdings & Portfolio

CIK 1927769 · latest 13F-HR filed 2026-05-13

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$39.8M

Long-equity book

Holdings

35

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+3 / −5 / ↑5 / ↓13

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMERICAN CENTY ETF TR$580.4K +67.8%
  • AMERICAN CENTY ETF TR$169.1K +13.5%
  • DIREXION SHARES ETF TRUST$157.0K +57.3%
  • DBX ETF TR$60.0K +8.6%
  • ISHARES TR$18.8K +9.1%
Show all 5 →

Top Trims

  • ISHARES GOLD TR-$1.1M -82.8%
  • BERKSHIRE HATHAWAY INC DEL-$302.1K -7.3%
  • MICROSOFT CORP-$288.3K -38.3%
  • APPLE INC-$255.4K -48.7%
  • ISHARES TR-$245.6K -10.0%
Show all 13 →

New Positions

  • ISHARES TR$576.1K
  • FIRST TR EXCHNG TRADED FD VI$476.1K
  • GOLDMAN SACHS PHYSICAL GOLD$361.7K
Show all 3 →

Exited Positions

  • NVIDIA CORPORATION$710.0K
  • PALANTIR TECHNOLOGIES INC$399.9K
  • DIREXION SHS ETF TR$366.9K
  • AMAZON COM INC$300.5K
  • COINBASE GLOBAL INC$244.9K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INNOVATOR ETFS TRUST XBAP 45783Y301 $13.2M 33.14% 336,908 SH
2 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.8M 9.60% 7,973 SH
3 ISHARES TR IHAK 46435U135 $2.2M 5.52% 50,359 SH
4 FIRST TR EXCHNG TRADED FD VI XJUL 33740F425 $2.0M 5.00% 51,200 SH
5 DIREXION SHARES ETF TRUST HCMT 25461A726 $1.6M 3.90% 44,158 SH
6 AMERICAN CENTY ETF TR AVUV 025072877 $1.4M 3.61% 13,005 SH
7 INNOVATOR ETFS TRUST XBOC 45783Y848 $1.4M 3.59% 43,466 SH
8 ETF SER SOLUTIONS UFOX 26922A289 $1.4M 3.58% 20,895 SH
9 AMERICAN CENTY ETF TR AVMA 025072182 $1.4M 3.58% 21,170 SH
10 INNOVATOR ETFS TRUST UFEB 45782C425 $946.3K 2.38% 26,069 SH
11 ISHARES TR MAXJ 46438G612 $913.9K 2.30% 32,454 SH
12 INNOVATOR ETFS TRUST XBJL 45783Y889 $845.9K 2.13% 22,250 SH
13 DBX ETF TR CRTC 23306X860 $758.5K 1.91% 21,394 SH
14 ISHARES TR DMAX 46438G471 $576.1K 1.45% 21,683 SH
15 INNOVATOR ETFS TRUST XBJA 45783Y780 $544.3K 1.37% 17,400 SH
16 INNOVATOR ETFS TRUST AAPR 45783Y335 $543.4K 1.37% 18,875 SH
17 FIRST TR EXCHNG TRADED FD VI XAUG 33740F391 $530.5K 1.33% 14,291 SH
18 FIRST TR EXCHNG TRADED FD VI GJAN 33740F516 $476.1K 1.20% 11,360 SH
19 MICROSOFT CORP MSFT 594918104 $464.7K 1.17% 1,255 SH
20 DIREXION SHARES ETF TRUST TNA 25459W847 $431.1K 1.08% 9,769 SH
21 FIRST TR EXCHANGE-TRADED FD IGLD 33733E856 $427.6K 1.07% 16,750 SH
22 GOLDMAN SACHS PHYSICAL GOLD AAAU 38150K103 $361.7K 0.91% 7,830 SH
23 FIRST TR EXCHNG TRADED FD VI XOCT 33740F367 $357.9K 0.90% 9,604 SH
24 META PLATFORMS INC META 30303M102 $357.6K 0.90% 625 SH
25 EAST WEST BANCORP INC EWBC 27579R104 $350.1K 0.88% 3,279 SH
26 FIRST TR EXCHNG TRADED FD VI XSEP 33740U810 $320.8K 0.81% 7,660 SH
27 INNOVATOR ETFS TRUST BAUG 45782C698 $319.8K 0.80% 6,548 SH
28 FIRST TR EXCHNG TRADED FD VI GAUG 33740U653 $309.7K 0.78% 8,000 SH
29 INNOVATOR ETFS TRUST ZFEB 45784N775 $290.5K 0.73% 11,441 SH
30 FIRST TR EXCHNG TRADED FD VI XAPR 33740U596 $276.3K 0.69% 7,500 SH
31 APPLE INC AAPL 037833100 $268.5K 0.67% 1,058 SH
32 ISHARES GOLD TR IAU 464285204 $233.3K 0.59% 2,646 SH
33 ISHARES TR SOXX 464287523 $225.1K 0.57% 685 SH
34 VOYAGER TECHNOLOGIES INC VOYG 92892B103 $200.1K 0.50% 8,557 SH
35 MICROVAST HOLDINGS INC MVSTW 59516C114 $160 0.00% 10,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $39.8M 35 0001927769-26-000002
2025-12-31 2026-02-05 $42.5M 37 0001927769-26-000001
2025-09-30 2025-12-03 $40.7M 35 0001927769-25-000002